Job description
A rare and exciting opportunity has arisen as part of a retiring Adviser's long-term succession plan. This role offers immediate access to an established, high-quality client bank and a clear pathway to becoming a fully developed Adviser within a well-resourced and supportive business unit.
The structure ensures you can focus on client relationships, advice delivery, and long-term growth.
The Client Bank
Current AUM: £110m , projected to grow to £140m
Client profile: Mass affluent , with average investable assets between £450k - £4m
You will actively service an existing book of clients from Day 1 , ensuring immediate engagement and continuity
Experience & Skills Required
3+ years' experience in Wealth Management within a client-facing role
Excellent relationship-building skills , with the confidence to engage mass-affluent and HNW clients
Strong technical knowledge across the full spectrum of financial planning products, including pensions, investments, protection, and tax-efficient solutions
Career DevelopmentThis is an ideal role for a developing Adviser. The firm is fully committed to your progression and will support you through CAS sign-off .
You'll also have opportunities to:
Attend networking events
Build new business
Contribute to the long-term growth strategy of the practice
This is a genuine career-building role with a clear runway for future success.
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Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- London
- Type of Contract
- Full-time jobs
- Published at
- 03-04-2026
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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